Every week, I send out an email with observations about markets, investments, and random other subjects. These emails will help you shape your world view, they will teach you new investment strategies, and they will also give you new ideas that you can research further.



Don't invest in it if they don't call you crazy!


13 investment trends for a new world


Investing in Poland (3-part series)


2020 – the year for investing in Europe?


Sark: investment opportunity of a decade

Riches among ruins (3-part series)

A few thoughts on Wirecard

Agfa-Gevaert and activist investing in Europe – a case study
Blogs to Watch (part 1): Lyn Alden

Ferrari – the company, the stock, and my car

SBM or How to (easily!) own a piece of Monaco

SBM or How to (easily!) own a piece of Monaco

Hot off the press: my 76-page research report about the Société des Bains de Mer et du Cercle des Etrangers à Monaco S.A. (SBM). Recently, SBM shares once again gathered steam. Is it time to buy again?

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The world's best investing blogs

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Most recent

Latest reports (for Members only)

Novavax: The "best" coronavirus vaccine and an undervalued stock?

Novavax: The "best" coronavirus vaccine and an undervalued stock?

Can coronavirus vaccine maker Novavax profit from the vast majority of unvaccinated people, and make vaccine sceptics fall in love with it?

"Dollar stores" are coming to Europe cover

"Dollar stores" are coming to Europe

This company is one of the few publicly-listed European companies that lets you benefit from the deep-discount retail trend.

IWG cover

IWG plc: THE hybrid work model stock

Flexible office space provider IWG is gearing up for a large, tax-free capital return which could give shareholders all their money back while staying invested.